William Houck (CFP®, ChFC®)

William Houck focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Bill Houck is a Principal and Wealth Manager at Modera Wealth Management, LLC. Bill has over 20 years of financial industry experience and currently serves high-net worth individuals, families, non-profit organizations, and others seeking wealth management and portfolio management expertise.

Bill began his wealth management career working at Vanguard. During his eight-years with the company, he quickly progressed through a variety of client facing roles. Bill also worked as an Associate Director for Wealth Planning at UBS, where he was responsible for development, training, and marketing initiatives to enhance the bank’s wealth management platform.

Additional Information

Bill received a Bachelors of Science in Business Administration from the University of Delaware, with a minor in Economics. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant designation®. In addition to working with clients, Bill has demonstrated both leadership and commitment to the industry’s fiduciary standards by serving as the chair of the National Association of Personal Financial Advisors (NAPFA) Bergen/Rockland Study Group and as a NAPFA-Registered Financial Advisor. He also has presented a variety of retirement education seminars and collaborated in creating a Guide for Beneficiaries and Estate Executors.

Outside of work, Bill is actively involved in his community as a volunteer member of the leadership board for the Arthritis Foundation of New Jersey.

 

CAM2672
 

NAPFA Start Date

March 18, 2008

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (301) 998-6595 Fax: (201) 768-1111